Your Customer Success Manager and our Service Team will build your company digital quote worksheet that will be accessible to your sales team via a direct link or our form portals either on their desktops or mobile devices. Agents, CSRs, and more will fill these forms out and assign them directly to the Agent who needs to work this Client.
Each form that your agent fills out will be enriched with third-party data from millions of properties, drivers, and vehicles related to the household. Reduce the number of questions you have to ask your customers by pre-filling their forms with these data points.
Process quotes faster by eliminating the need to enter all of the quote request data into your Raters, AMS', and CRMs all at the same time automatically. XILO integrates into more systems in the market than any other provider, making it faster for your team to get a quote for your Clients.
Once your team has adopted and is using digital intake forms, you'll be able to see a variety of data points that you can use to make your team more efficient over time. See productivity per rep by assessing how many Clients an agent is taking on over a period of time. Assess the ROI of your marketing spend by looking at how many leads are coming in from different sources. Our analytics dashboard is customizable and can be fitted to your company's unique needs upon request.
Leverage our integrations, automated touch points, and Client experiences to process quote requests and return quotes faster to your Clients.
Reduce 95% of data entry needed to quote by integrating quote request data right from your digital quote worksheet into your Raters, AMS', and CRMs automatically at the same time.
Use our sales analytics feature to assess the performance of your sales team and the different lead sources to maximize ROI in those channels.